RBC
JPM.WS

Roble Belko & Company’s JPMorgan Chase JPM.WS Stock Holding History

Roble Belko & Company’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-200
Closed -$4K – 313
2016
Q1 		$4K Buy
+200
New +$3.57K ﹤0.01% 217

Other funds holding JPM.WS

BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
BIA
Biondo Investment Advisors Milford, Pennsylvania $780M AUM 21.03% 1-Year Est. Return

Roble Belko & Company's JPM.WS Position: Q2 2016 in Review

Roble Belko & Company sold out of JPMorgan Chase (JPM.WS) in Q2 2016, closing a stake of 200 shares — an estimated $4K sold.

Roble Belko & Company first reported a position in JPM.WS in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 69 funds tracked by Wall St. Rank hold JPM.WS as of Q2 2016.

  • Roble Belko & Company reported no remaining JPMorgan Chase position as of Q2 2016 after selling out during the quarter.
  • Roble Belko & Company sold 200 JPMorgan Chase shares in Q2 2016, an estimated $4K.
  • Roble Belko & Company first reported a position in JPMorgan Chase in Q1 2016 and held it in 1 quarter.
  • Roble Belko & Company's JPMorgan Chase position peaked at $4K in Q1 2016.
  • 69 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2016.

Based on Roble Belko & Company's 13F filing for Q2 2016, filed 11 Aug 2016.